Dario Perkins and Freya Beamish two economists at TS Lombard answer three of the top current client questions. Our client base comprises asset managers, ranging...
Global Recession and is the US now Uninvestable?Andrew Slazenger (reach out for a free trial, institutional investors only: andrew.slazenger@tslombard.com) hosts Dario Perkins and Freya Beamish as they answer three of the top current client questionsThis week:Is the US now Uninvestable?Should we expect a Global Recession?What should investors do now?
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52:03
Trump Blinks: Back to All-Time Highs?
Dario bought the dip, what now?Andrew Slazenger (andrew.slazenger@tslombard.com) hosts Dario Perkins and Freya Beamish as they answer three of the top current client questionsThis week:1. Can the stock market decline CAUSE a recession?2. Can the Fed still cut if tariffs do happen?3. Will German stimulus make the ECB hawkish and how will bonds cope?
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28:08
US Bear Attack!
Dario's Short US/Long RoW has done well, closing time?Andrew Slazenger (andrew.slazenger@tslombard.com) hosts Dario Perkins and Freya Beamish as they answer three of the top current client questionsThis week:S&P 500 correction. Is it over or just getting started?Is the US on the brink of Recession?The end of US exceptionalism?
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33:14
The Plan to Blow Up the Dollar
And how the German Elections will alter the entire European growth picture Andrew Slazenger (andrew.slazenger@tslombard.com) hosts Dario Perkins and Freya Beamish as they answer three of the top current client questionsThis week:1) Will there be a Mar-a-Lago accord?2) German Elections, European and Global impact?3) Will Dario's Short US/ Long RoW continue to work?
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32:56
Fade Trump Chaos Until The Tipping Point
Dario Perkins and Freya Beamish answer three of the top current client questions
This week:
1. Already time to fade the Trump chaos?
2. Are we about to see a big monetary policy decoupling?
3. Could the UK end up with an IMF bailout?
Dario Perkins and Freya Beamish two economists at TS Lombard answer three of the top current client questions. Our client base comprises asset managers, ranging from pension funds to wealth managers and hedge funds. The questions will focus on what is currently driving financial markets.
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